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Inheritance Tax is paid on the estate of a person when they pass away on any possessions or property above the £325,000 threshold. When it comes to financial security and effectiveness, planning is imperative, and our team of accountants with specialism in this area can help you take advantage of the available exemptions, reducing your tax liability over time.
Utilising their experience and vast knowledge in this area of tax, our team will assess the assets in your estate, ensuring that you are always treated as an individual. This approach enables us to achieve outcomes that are focussed and thorough, and by taking the time to really understand your financial situation and family circumstances, we’ll land on a fit that is right for the future of your estate.
Planning is key, and once we are armed with the relevant information about you and your wealth, we’ll draw up a plan that implements your future objectives and enables you and those that you love to achieve the best possible outcome.
We are also always on hand to answer any questions and provide advice and information about reliefs and exemptions. Contact us today to speak to one of our highly trained team members about your financial future.
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“‘Rogers Spencer has been supporting us for over 20 years in all aspects of our businesses, from accounting and payroll to business advice and planning. We cannot recommend their services enough and have always felt in very safe hands with their highly skilled and experienced team.”